With Coresystems Field Service Software, service technicians have all the relevant information such as service orders, client details, and installed equipment at their fingertips – on and offline. Every activity or task can be guided and documented with dynamic checklists. Capturing time and materials on the go becomes easy. Finalizing a service assignment is simple and efficient with a streamlined checkout process and automated service reports. With the push of a button, service technicians synchronize all information to the enterprise backend systems. Moreover, the integrated sales features turn your field service staff into a trusted sales force that generates new business and opportunities. 

Work Anywhere Online and offline: simply synchronize before you go into the field and work independently from mobile network coverage
Service Orders See all your scheduled service orders. Claim work hours, expenses, mileage, and material Map: find your clients and get the direct route to the next assignment Master data: view client details, installed equipment, service history, inventory, and prices
Reporting Use extensive and individual reports Inventory management: use spare parts and materials while keeping inventories and car stock up-to-date Barcode scanning: work with barcode managed inventory
Sales Create sales quotations and orders on the spot
Workflow Simply check-in and check-out on site
Quality Customers rate your service directly and can digitally sign the work reports
Checklists Work with checklists to benefit from experience and ensure standardized processes. Document your work, add attachments, take and annotate pictures
Sign-off Field technician signs filled-in checklists to confirm completion Teamwork: collaborate as a service team, coordinate your activities, and manage handovers with elaborated checklists
Multi-platform The mobile service application runs on iOS, Android and HTML5


Workforce Management

Manage service orders and field service staff Service orders raised via Coresystems Connect, phone, web interface, or email are managed in the service center. Scheduled installations and maintenance tasks can be handled in the same intuitive web interface where you can effortlessly assign service orders to your field service team.

Planning & Dispatching Plan ad-hoc and scheduled service assignments, group your field service staff based on scenarios, see their current location on the map, check their availability, assign service orders, and plan routes
Comprehensive Information View client details, installed equipment, items on stock, resources, and the service history per equipment
Publish & Interact Synchronize your planned service assignments with your field service staff and receive status updates while work is in progress

Knowledge Management

Provide guidance and work instructions.

The Checklist Designer allows you to define checklists and easily deploy them to the field service employees. This empowers you to drive the standardization of processes and procedures across the whole organization. It is a straightforward way for you to provide guidance and work instructions and to ensure compliance and quality.

Create/Edit Create and edit checklists with simple drag & drop features
Import/Export Use import and export functions for your checklists
Translation Translate checklists into different languages for enhanced localization.
Publish Publish checklists to field service staff.

Coresystems Connect

Give your products a voice. Engage your customers: give your clients access to your branded portal and let them initiate service calls in a more efficient way. Your customers simply scan a QR code on their equipment or use any other unique identifier (RFID, NFC, BLE, iBeacon, etc.) to get in contact with you. Service calls originating from Coresystems Connect can provide contextual information such as equipment ID, customer details, and service history allowing you to streamline your process.

Equipment Information let your customers access product information (e.g.manuals)
Engage & Involve provide your customers with simple tools to diagnose issues
Direct Contact customers can directly contact the hotline and open service calls
Connect link customers to equipment and provide value-added services
Streamline Your Service Calls use contextual information such as equipment ID to speed up your service process

Coresystems Service Cloud

Seamless integration, instantly ready to capture value. The cloud-based architecture of our solution lets you achieve an extremely fast rollout and time-to-market. The seamless and open integration allows you to leverage your existing enterprise systems. Our Cloud API and standard ERP connectors give you the speed, flexibility, and reliability you need.

Connectors Integrate your enterprise systems via standard Cloud Connectors for SAP ECC, SAP Business One, Microsoft Dynamics, Quickbooks
Cloud API Integrate with your enterprise landscape, CRM and ERP systems from Salesforce, Oracle, Infor, or IFS via our open Cloud API
Development Develop your own tools and applications on top of our platform
Reporting Create comprehensive reports with our Cloud Reporting features
User privileges Simply assign access rights to your users and orchestrate the service process
Devices & Backend Synchronization Our cloud acts as communication hub that ensures smart synchronization to and from mobile devices and your enterprise backend systems
Security All data is encrypted during transmission and while being stored
Reliability and Data Storage Your data is stored in your existing CRM and ERP systems – where it belongs

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